Elder Law

Planning for Incapacity: Trusts, POAs, and Advance Directives

Credits Available
Credit Status Total
California MCLE Paralegal Approved 4 Total
Alaska CLE Reciprocity 4 Total
Alabama CLE Approved 4 Total
Arkansas CLE Approved 4 Total
Arizona CLE Approved 4 Total
California CLE Approved 4 Total
Colorado CLE Approved 5 Total
Connecticut CLE Approved 4 Total
Delaware CLE Approved 4 Total
Florida CLE Approved 5 Total
Georgia CLE Approved 4 Total
Hawaii CLE Approved 4 Total
Iowa CLE Upon Request 4 Total
Illinois CLE Approved 4 Total
Indiana CLE Approved 4 Total
Kansas CLE Approved 4.5 Total
Kentucky CLE Approved 4 Total
Maine CLE Approved 4 Total
Minnesota CLE Approved 4 Total
Missouri CLE Approved 4.8 Total
Northern Mariana Islands CLE Approved 4 Total
Montana CLE Approved 4 Total
North Carolina CLE Approved 4 Total
Nebraska CLE Approved 4 Total
New Hampshire CLE Approved 4 Total
New Jersey CLE Approved 4.8 Total
New Mexico CLE Approved 4 Total
Nevada CLE Approved 4 Total
New York CLE Approved 4.5 Total
Ohio CLE Approved 4 Total
Oklahoma CLE Approved 5 Total
Pennsylvania CLE Approved 4 Total
South Carolina CLE Approved 4 Total
Tennessee CLE Approved 4 Total
Texas CLE Approved 4 Total
Utah CLE Approved 4 Total
Virginia CLE Approved 4 Total
Vermont CLE Approved 4 Total
Washington CLE Approved 4 Total
Wisconsin CLE Approved 4.5 Total
West Virginia CLE Approved 4.8 Total
Wyoming CLE Approved 4 Total
Delaware Certified Paralegal Program Approved 4 Total
Florida Registered Paralegal Approved 5 Total
Indiana Paralegal CLE Approved 4 Total
Montana CLE Credit for Paralegals Approved 4 Total
North Carolina Continuing Paralegal Education Approved 4 Total
New Mexico Paralegal Division, State Bar of Approved 4 Total
Ohio Certified Paralegals Approved 4 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 4 Total
OnDemand
3 hours 51 minutes
Michael Norvell
Daniel Del Collo
Ricardo Aponte-Parsi
With Michael C. Norvell from Medicaid Planning & Resource Center, Law Firm, PLLC + 2 others
Recorded September 02, 2026.
Product ID 102306

Buy This Course

Course Includes
$389

OnDemand Video

Course Book Download

Overview

Will Your Documents Work When Clients Need Them the Most?

Most incapacity plans look complete on paper but fail under pressure. Financial institutions reject POAs, health care providers ignore directives, families clash, and what was supposed to avoid court involvement ends in guardianship. This essential program focuses on where incapacity planning breaks and how to draft and advise to prevent those failures. Make sure your plans work in the real world - register today!

  • Understand why financial powers of attorney go awry and how to draft them right.
  • Identify the hidden gaps in health care directives.
  • Determine when and how to use trusts in incapacity planning.
  • Assess and document capacity to protect both your client and your practice.

Abbreviated Agenda

  1. Financial Powers of Attorney That Work (With Sample Language)
  2. When Planning Fails: The Road to Guardianship
  3. Health Care Decision-Making That Holds Up in the Real-World
  4. Capacity Assessment and Preventing Undue Influence
  5. Trusts and Incapacity
  6. Case Study: Aging Client With Early Dementia Diagnosis

Related Topics

Product ID 102306

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 4 Total
Alaska CLE Reciprocity 4 Total
Alabama CLE Approved 4 Total
Arkansas CLE Approved 4 Total
Arizona CLE Approved 4 Total
California CLE Approved 4 Total
Colorado CLE Approved 5 Total
Connecticut CLE Approved 4 Total
Delaware CLE Approved 4 Total
Florida CLE Approved 5 Total
Georgia CLE Approved 4 Total
Hawaii CLE Approved 4 Total
Iowa CLE Upon Request 4 Total
Illinois CLE Approved 4 Total
Indiana CLE Approved 4 Total
Kansas CLE Approved 4.5 Total
Kentucky CLE Approved 4 Total
Maine CLE Approved 4 Total
Minnesota CLE Approved 4 Total
Missouri CLE Approved 4.8 Total
Northern Mariana Islands CLE Approved 4 Total
Montana CLE Approved 4 Total
North Carolina CLE Approved 4 Total
Nebraska CLE Approved 4 Total
New Hampshire CLE Approved 4 Total
New Jersey CLE Approved 4.8 Total
New Mexico CLE Approved 4 Total
Nevada CLE Approved 4 Total
New York CLE Approved 4.5 Total
Ohio CLE Approved 4 Total
Oklahoma CLE Approved 5 Total
Pennsylvania CLE Approved 4 Total
South Carolina CLE Approved 4 Total
Tennessee CLE Approved 4 Total
Texas CLE Approved 4 Total
Utah CLE Approved 4 Total
Virginia CLE Approved 4 Total
Vermont CLE Approved 4 Total
Washington CLE Approved 4 Total
Wisconsin CLE Approved 4.5 Total
West Virginia CLE Approved 4.8 Total
Wyoming CLE Approved 4 Total
Delaware Certified Paralegal Program Approved 4 Total
Florida Registered Paralegal Approved 5 Total
Indiana Paralegal CLE Approved 4 Total
Montana CLE Credit for Paralegals Approved 4 Total
North Carolina Continuing Paralegal Education Approved 4 Total
New Mexico Paralegal Division, State Bar of Approved 4 Total
Ohio Certified Paralegals Approved 4 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 4 Total

Credit Details by Jurisdiction

OnDemand Video

CLE Credits
Alaska CLE Reciprocity · 4 Total Credits

Earn Until

OnDemand - Alaska CLE - 4: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 4.0 hours of credit, which includes 4.0 hours of MCLE credit and 0.0 hour of MECLE credit.

Video Download - Alaska CLE - 4: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 4.0 hours of credit, which includes 4.0 hours of MCLE credit and 0.0 hour of MECLE credit.

Alabama CLE Approved · 4 Total Credits

Earn Until

OnDemand - Alabama CLE - 4: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 4.0 on-demand credit hours, including 0.0 ethics/professionalism credit.

Arkansas CLE Approved · 4 Total Credits

Earn Until

OnDemand - Arkansas CLE - 4: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 4.0 hours of on demand continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Video Download - Arkansas CLE - 4: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 4.0 hours of on demand continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Arizona CLE Approved · 4 Total Credits

Earn Until

OnDemand - Arizona CLE - 4: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 4.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

Video Download - Arizona CLE - 4: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 4.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

California CLE Approved · 4 Total Credits

Earn Until

OnDemand - California CLE - 4: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 4.0 hours of participatory credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Video Download - California CLE - 4: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 4.0 hours of self-study credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Colorado CLE Approved · 5 Total Credits

Earn Until

OnDemand - Colorado CLE - 5: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 5.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Video Download - Colorado CLE - 5: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 5.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Connecticut CLE Approved · 4 Total Credits

Earn Until

OnDemand - Connecticut CLE - 4: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 4.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Video Download - Connecticut CLE - 4: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 4.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Delaware CLE Approved · 4 Total Credits

Earn Until

OnDemand - Delaware CLE - 4: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 4.0 hours of eCLE credit, including 0.0 hour of ethics.

Florida CLE Approved · 5 Total Credits

Earn Until

OnDemand - Florida CLE - 5: Approved by The Florida Bar, this program qualifies for 5.0 general hours of CLER self-study credit including 0.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs).

Video Download - Florida CLE - 5: Approved by The Florida Bar, this program qualifies for 5.0 general hours of CLER self-study credit including 0.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs).

Georgia CLE Approved · 4 Total Credits

Earn Until

OnDemand - Georgia CLE - 4: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 4.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.

Video Download - Georgia CLE - 4: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 4.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.

Hawaii CLE Approved · 4 Total Credits

Earn Until

OnDemand - Hawaii CLE - 4: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 4.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Video Download - Hawaii CLE - 4: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 4.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Iowa CLE Upon Request · 4 Total Credits

Earn Until

OnDemand - Iowa CLE - 4: Upon course completion and credit request submittal, an application will be submitted to the Bar.

Illinois CLE Approved · 4 Total Credits

Earn Until

OnDemand - Illinois CLE - 4: This program has been approved by the Illinois MCLE Board for 4.0 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism or sexual harassment prevention training CLE credit by the Illinois Supreme Court Commission on Professionalism.

Video Download - Illinois CLE - 4: This program has been approved by the Illinois MCLE Board for 4.0 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism or sexual harassment prevention training CLE credit by the Illinois Supreme Court Commission on Professionalism.

Indiana CLE Approved · 4 Total Credits

Earn Until

OnDemand - Indiana CLE - 4: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 4.0 hours of distance education, which includes 0.0 hour of ethics.

Kansas CLE Approved · 4.5 Total Credits

Earn Until

OnDemand - Kansas CLE - 4.5: Approved by Kansas CLE for 4.50 hours of prerecorded format continuing legal education credit, which includes 0.0 hour of ethics and professionalism credit.

Video Download - Kansas CLE - 4.5: Approved by Kansas CLE for 4.50 hours of prerecorded format continuing legal education credit, which includes 0.0 hour of ethics and professionalism credit.

Kentucky CLE Approved · 4 Total Credits

Earn Until

OnDemand - Kentucky CLE - 4: This program has been approved as a technological CLE activity by the Kentucky Bar Association Continuing Legal Education Commission and qualifies for 4.0 credits, including 0.0 ethics credits.

Video Download - Kentucky CLE - 4: This program has been approved as a technological CLE activity by the Kentucky Bar Association Continuing Legal Education Commission and qualifies for 4.0 credits, including 0.0 ethics credits.

Maine CLE Approved · 4 Total Credits

Earn Until

OnDemand - Maine CLE - 4: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 4.0 hours of self-study CLE credit.

Video Download - Maine CLE - 4: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 4.0 hours of self-study CLE credit.

Course Book - Maine CLE - 4: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 4.0 hours of self-study CLE credit.

Minnesota CLE Approved · 4 Total Credits

Earn Until

OnDemand - Minnesota CLE - 4: Approved for 4.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Video Download - Minnesota CLE - 4: Approved for 4.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Missouri CLE Approved · 4.8 Total Credits

Earn Until

OnDemand - Missouri CLE - 4.8: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 4.80 self-study CLE credit hours.

Video Download - Missouri CLE - 4.8: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 4.80 self-study CLE credit hours.

Course Book - Missouri CLE - 4.8: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 4.80 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 4 Total Credits

Earn Until

OnDemand - Northern Mariana Islands CLE - 4: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 4.0 hours of self-study CLE credit.

Video Download - Northern Mariana Islands CLE - 4: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 4.0 hours of self-study CLE credit.

Course Book - Northern Mariana Islands CLE - 4: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 4.0 hours of self-study CLE credit.

Montana CLE Approved · 4 Total Credits

Earn Until

OnDemand - Montana CLE - 4: This program qualifies for 4.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit.

Video Download - Montana CLE - 4: This program qualifies for 4.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit.

North Carolina CLE Approved · 4 Total Credits
  • 4 Elder Law

Earn Until

OnDemand - North Carolina CLE - 4: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 4.0 hours of online CLE credit, including 0.0 professional responsibility. This program qualifies for Elder Law specialization certification credit.

Video Download - North Carolina CLE - 4: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 4.0 hours of online CLE credit, including 0.0 professional responsibility. This program qualifies for Elder Law specialization certification credit.

Nebraska CLE Approved · 4 Total Credits

Earn Until

OnDemand - Nebraska CLE - 4: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 4.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

Video Download - Nebraska CLE - 4: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 4.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

New Hampshire CLE Approved · 4 Total Credits

Earn Until

OnDemand - New Hampshire CLE - 4: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

Video Download - New Hampshire CLE - 4: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

New Jersey CLE Approved · 4.8 Total Credits

Earn Until

OnDemand - New Jersey CLE - 4.8: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 3.60 hours of alternative format CLE credit. Of these, 0.0 qualifies as hours of alternative learning format credit for ethics/professionalism.

Video Download - New Jersey CLE - 4.8: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4.80 hours of alternative format CLE credit. Of these, 0.0 qualifies as hours of alternative learning format credit for ethics/professionalism.

New Mexico CLE Approved · 4 Total Credits

Earn Until

OnDemand - New Mexico CLE - 4: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 4.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Video Download - New Mexico CLE - 4: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 4.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Nevada CLE Approved · 4 Total Credits

Earn Until

OnDemand - Nevada CLE - 4: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 4.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.

Video Download - Nevada CLE - 4: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 4.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.

New York CLE Approved · 4.5 Total Credits
  • 4.5 Areas of Professional Practice

Earn Until

OnDemand - New York CLE - 4.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 4.50 credit hours. 4.5 hours can be applied to the areas of professional practice requirement and is approved for newly admitted attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Video Download - New York CLE - 4.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 4.50 credit hours. 4.5 hours can be applied to the areas of professional practice requirement and is approved for newly admitted attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Ohio CLE Approved · 4 Total Credits

Earn Until

OnDemand - Ohio CLE - 4: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 4.0 self-study CLE credit hours, including 0.0 hour of attorney professional conduct instruction.

Video Download - Ohio CLE - 4: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 4.0 self-study CLE credit hours, including 0.0 hour of attorney professional conduct instruction.

Oklahoma CLE Approved · 5 Total Credits

Earn Until

OnDemand - Oklahoma CLE - 5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 5.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Video Download - Oklahoma CLE - 5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 5.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Pennsylvania CLE Approved · 4 Total Credits

Earn Until

OnDemand - Pennsylvania CLE - 4: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 4.0 hours of distance learning credit, including 4.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Video Download - Pennsylvania CLE - 4: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 4.0 hours of distance learning credit, including 4.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

South Carolina CLE Approved · 4 Total Credits

Earn Until

OnDemand - South Carolina CLE - 4: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 4.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.

Video Download - South Carolina CLE - 4: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 4.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.

Tennessee CLE Approved · 4 Total Credits

Earn Until

OnDemand - Tennessee CLE - 4: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 4.0 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.

Texas CLE Approved · 4 Total Credits

Earn Until

OnDemand - Texas CLE - 4: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 4.0 credit hours, of which 0.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.

Video Download - Texas CLE - 4: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 4.0 credit hours, of which 0.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.

Utah CLE Approved · 4 Total Credits

Earn Until

OnDemand - Utah CLE - 4: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 4.0 hours of self-study CLE credit for Utah attorneys, which includes 0.0 hour of ethics credit.

Video Download - Utah CLE - 4: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 4.0 hours of self-study CLE credit for Utah attorneys, which includes 0.0 hour of ethics credit.

Virginia CLE Approved · 4 Total Credits

Earn Until

OnDemand - Virginia CLE - 4: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 4.0 hours of prerecorded credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism.

Video Download - Virginia CLE - 4: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 4.0 hours of prerecorded credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism.

Vermont CLE Approved · 4 Total Credits

Earn Until

OnDemand - Vermont CLE - 4: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 4.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Video Download - Vermont CLE - 4: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 4.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Washington CLE Approved · 4 Total Credits

Earn Until

OnDemand - Washington CLE - 4: This program qualifies for 4.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 4.0 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.

Video Download - Washington CLE - 4: This program qualifies for 4.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 4.0 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.

Wisconsin CLE Approved · 4.5 Total Credits

Earn Until

OnDemand - Wisconsin CLE - 4.5: Approved for 4.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners.

Video Download - Wisconsin CLE - 4.5: Approved for 4.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners.

West Virginia CLE Approved · 4.8 Total Credits

Earn Until

OnDemand - West Virginia CLE - 4.8: This program qualifies for 4.80 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Video Download - West Virginia CLE - 4.8: This program qualifies for 4.80 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Wyoming CLE Approved · 4 Total Credits

Earn Until

OnDemand - Wyoming CLE - 4: The Wyoming State Board of Continuing Legal Education has granted 4.0 hours of Continuing Legal Education Credit, including 0.0 hour of ethics.

Video Download - Wyoming CLE - 4: The Wyoming State Board of Continuing Legal Education has granted 4.0 hours of Continuing Legal Education Credit, including 0.0 hour of ethics.

Paralegal Credits
California MCLE Paralegal Approved · 4 Total Credits

Earn Until

OnDemand - California MCLE Paralegal - 4: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Video Download - California MCLE Paralegal - 4: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Delaware Certified Paralegal Program Approved · 4 Total Credits

Earn Until

OnDemand - Delaware Certified Paralegal Program - 4: This course qualifies for 4.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Video Download - Delaware Certified Paralegal Program - 4: This course qualifies for 4.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Florida Registered Paralegal Approved · 5 Total Credits

Earn Until

OnDemand - Florida Registered Paralegal - 5: This course qualifies for 5.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NFPA.

Video Download - Florida Registered Paralegal - 5: This course qualifies for 5.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NFPA.

Indiana Paralegal CLE Approved · 4 Total Credits

Earn Until

OnDemand - Indiana Paralegal CLE - 4: This course qualifies for 4.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

Video Download - Indiana Paralegal CLE - 4: This course qualifies for 4.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

Montana CLE Credit for Paralegals Approved · 4 Total Credits

Earn Until

OnDemand - Montana CLE Credit for Paralegals - 4: This course has been approved for 4.0 hours of self-study CLE credit, including 0.0 hour of ethics, by Montana Commission of Continuing Legal Education. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

Video Download - Montana CLE Credit for Paralegals - 4: This course has been approved for 4.0 hours of self-study CLE credit, including 0.0 hour of ethics, by Montana Commission of Continuing Legal Education. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

North Carolina Continuing Paralegal Education Approved · 4 Total Credits

Earn Until

OnDemand - North Carolina Continuing Paralegal Education - 4: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for computer-based continuing paralegal education credit in the amount of 4.0 hours, of which 0.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.

New Mexico Paralegal Division, State Bar of Approved · 4 Total Credits

Earn Until

OnDemand - New Mexico Paralegal Division, State Bar of - 4: Approved by the Paralegal Division of the State Bar of New Mexico for 4.0 general self-study credit and 0.0 ethics self-study credit (for a total of 4.0 hours CLE).

Video Download - New Mexico Paralegal Division, State Bar of - 4: Approved by the Paralegal Division of the State Bar of New Mexico for 4.0 general self-study credit and 0.0 ethics self-study credit (for a total of 4.0 hours CLE).

Ohio Certified Paralegals Approved · 4 Total Credits

Earn Until

OnDemand - Ohio Certified Paralegals - 4: This course qualifies for 4.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

Video Download - Ohio Certified Paralegals - 4: This course qualifies for 4.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

NFPA Approved · 0 Total Credits

Earn Until

OnDemand - NFPA - 0: NBI, Inc. is an NFPA-approved CLE provider. As such, members can claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. The course duration is 240 minutes, which includes 0 minutes of ethics.

Video Download - NFPA - 0: NBI, Inc. is an NFPA-approved CLE provider. As such, members can claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. The course duration is 240 minutes, which includes 0 minutes of ethics.

Texas State Bar of Paralegal Division Approved · 4 Total Credits

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OnDemand - Texas State Bar of Paralegal Division - 4: This course qualifies for 4.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.

Video Download - Texas State Bar of Paralegal Division - 4: This course qualifies for 4.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.

Course Book (PDF Download)

CLE Credits
Maine CLE Approved · 4 Total Credits

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Course Book - Maine CLE - 4: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 4.0 hours of self-study CLE credit.

Missouri CLE Approved · 4.8 Total Credits

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Course Book - Missouri CLE - 4.8: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 4.80 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 4 Total Credits

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Course Book - Northern Mariana Islands CLE - 4: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 4.0 hours of self-study CLE credit.
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CLE
Paralegal

Agenda

All times are shown in

  1. Financial Powers of Attorney That Work (With Sample Language)

    1. Why POAs Fail in Practice: Common Breakdown Points
    2. Immediate vs. Springing
    3. Gifting Authority: The Line Between Planning and Exploitation
    4. Third-Party Refusals: Why Banks Say "No" (and How to Fix It)
    5. Digital Assets and Online Access
    6. Agent Abuse: How to Prevent it

  2. When Planning Fails: The Road to Guardianship

  3. Health Care Decision-Making That Holds Up in the Real-World

    1. Default Surrogate Laws vs. Planning
    2. Health Care POAs: Scope, Gaps, and Hidden Limitations
    3. Advance Directives/Living Wills That Work: Practical Drafting Advice
    4. Beyond HCPOAs and Living Wills: Filling the Gaps in Health Care Planning
    5. HIPAA and Pre-Incapacity Access
    6. Why Providers Follow POLST/DNR Orders - Not Your Directive

  4. Capacity Assessment and Preventing Undue Influence

    1. What "Capacity" Really Means
    2. Documenting Capacity: What to Record to Survive a Challenge
    3. Who Should and Shouldn't Be at the Client Meeting
    4. Spotting Undue Influence (and Red Flags Attorneys Miss)
    5. When to Consider Supported Decision-Making Agreements

  5. Trusts and Incapacity

    1. Using Revocable Trusts in Incapacity Planning
    2. Incapacity Determination Language
    3. POA vs. Trust: Overlap, Gaps, and Coordination
    4. Long-Term Care and Medicaid Planning Considerations
    5. Trustee Abuse and Family Conflict: Lessons From Litigation

  6. Case Study: Aging Client With Early Dementia Diagnosis

Who Should Attend

This program is designed for attorneys. Fiduciaries and paralegals may also benefit.

Speakers

Michael C Norvell
Michael C.
Norvell
Medicaid Planning & Resource Center, Law Firm, PLLC
Daniel Del Collo III
Daniel
Del Collo, III
The Law Office of Daniel Del Collo III
Ricardo Aponte-Parsi
Ricardo
Aponte-Parsi
Office of the General Counsel of the Air Force
Speaker bio
Michael C Norvell

Michael C. Norvell

Medicaid Planning & Resource Center, Law Firm, PLLC
Michael Norvell

graduated from the University of Florida Fredric G. Levin School of Law in 1976 and was admitted to The Florida Bar in November of 1976. Prior to entering law school, he served in the US Army from 1965-1967 where he was part of the Army Engineer Field Unit of the Ethiopia - U.S. Mapping Mission. This mission was the last ground mapping of an entire country ever undertaken. Mr. Norvell's practice has transitioned to late life issues, such a guardianship, Medicaid planning, trust and probate administration, and litigation. He has been working in the area for over 40 years and has two practices in the Leesburg area, with one office dedicated to the sole practice of Medicaid planning. Mr. Norvell is a member of the University of Florida President's Council.

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Speaker bio
Daniel Del Collo III

Daniel Del Collo, III

The Law Office of Daniel Del Collo III
Daniel Del Collo

is the owner of The Law Office of Daniel Del Collo III, where he concentrates his practice in the areas of estate planning, estate administration and elder law, including the drafting of wills, trusts and special needs, guardianships, Medicaid planning, powers of attorneys, and advanced medical directives. His elder law clients also call upon him to handle personal injury, real estate and business law matters. Mr. Del Collo also provides counsel to individuals and families with loved ones suffering from varying types and degrees of dementia such as Alzheimer's, Parkinson's, Huntington's and other neurological diseases. He earned his B.A. degree from Haverford College and his J.D. degree from Rutgers School of Law-Camden.

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Speaker bio
Ricardo Aponte-Parsi

Ricardo Aponte-Parsi

Office of the General Counsel of the Air Force
Ricardo Aponte-Parsi

is a real estate and corporate counsel with a 22+ year track record of assessing risk, managing litigation, and building compliance systems to protect organizational interests. He is a trusted business partner and problem solver, dedicated to delivering exceptional results that advance business objectives through preventive counseling, strategic risk management, and shrewd advocacy. Mr. Aponte-Parsi is a team leader and project manager who builds relationships, leads change, and communicates effectively with private and public stakeholders. He earned his bachelor's degree from Syracuse University, with a major in international relations, and his J.D. degree from the Interamerican University of Puerto Rico School of Law. In May 2014, Mr. Aponte-Parsi completed his Master of Laws degree from Northwestern University School of Law and a Certificate in Business Administration from IE Business School in Madrid, Spain. In 2018, he completed a second LL.M. degree at Georgetown University Law School in securities and financial regulation. In 2022, Mr. Aponte-Parsi completed a certification in privacy law from Seton Hall University School of Law. He was president of the Board of the Puerto Rico Education Council, the licensing agency for the Commonwealth, and is currently the chairman of the Board of Trustees of the San Juan Community College. Since November of 2024, Mr. Aponte-Parsi has worked as an associate general counsel at the Office of the General Counsel of the Air Force (SAF/GCN) at Lackland Air Force Base, in San Antonio, Texas. SAF/GCN provides legal and policy advice to members of the Secretariat, air staff, and space staff on virtually all matters relating to the department's 180 installations, nearly 10 million acres of real estate, base realignment, and closure; programs for environmental planning, compliance, and restoration and natural and cultural resources management; and programs for safety and occupational health.

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